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Maxwell J. Loeb, CFP®

Maxwell J. Loeb, CFP®

Director of Financial Planning x107

Max joined WBG in 2015. Today, as a CERTIFIED FINANCIAL PLANNER™, he proudly serves as the hands-on advisor for clients providing financial planning, wealth management, and insurance planning solutions.

Max constantly stays up to date and educated on the market, the global economy and products to assure he has the tools and knowledge to meet our client's unique financial situations. One of the things he loves most about this industry is working with so many different types of people and collaborating to help them accomplish their unique goals. In doing so, he recommends investments, insurance solutions, portfolio allocations and puts together comprehensive financial plans.

Max graduated from the Darla Moore School of Business at the University of South Carolina and holds various securities and insurance licenses. He is actively involved with Young Advisor Group, a group for young professionals that meets twice a year to hear from some of the industry leaders and collaborate to help expand their knowledge and best practices of the business. Max is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

In addition to his formal education and experience, Max has a passion for traveling the world and learning from the different cultures he experiences. He strongly believes that exploring and learning about different people and cultures is a valuable and humbling experience. Max has taught English at a bilingual school in Thailand and has volunteered in Ghana and Myanmar aiding local schools.

Max likes to tell his clients and those around him that he got his big heart and drive from his father, Bob, who always led by example and put others before himself. Max learned at an early age to treat others the way you would like to be treated and tries to live up to this standard every day.

Outside of work, Max would quickly say that his passion is soccer, having grown up playing it. He even wakes up early to watch European soccer games and says that if he weren’t a financial planner, he would like to be a soccer manager. He is fascinated by the way the most successful managers understand the human mind and use these tactics to their advantage. In addition to watching and playing soccer, Max enjoys golfing, fishing, traveling and hanging out with family, friends and his dog.

Licenses & Certifications: Series 7 - General Securities Representative Examination, Series 63 - Uniform Securities Agent State Law Examination, Series 65 - Uniform Investment Adviser Law Examination, Life, Accident & Health, CERTIFIED FINANCIAL PLANNER™